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Chad Whiteley

Sierra Summit Advisors Llc

Assets Managed
$895.434M
Holdings
185
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
30.13%(2Q avg: 17.82%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sierra Summit Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 185 positions.

Assets under management

The assets under management (AUM) of Sierra Summit Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 895.434M in assets, with a quarterly growth rate of 30.13% and a 2-quarter average growth rate of 17.82%. The portfolio is managed by Chad Whiteley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.62%
5.14%
$45.955M
229,673 shares@ $200.1 avg price
ALAB
Astera Labs Inc
Recent Activity
Decreased -7.56%
5%
$44.749M
92,645 shares@ $483.03 avg price
MU
Micron Technology Inc
Recent Activity
Increased 1.96%
3.95%
$35.299M
30,581 shares@ $1154.3 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.35%
3.48%
$31.085M
86,983 shares@ $357.38 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.42%
3.45%
$30.854M
106,629 shares@ $289.36 avg price
MRVL
Marvell Technology Inc
Recent Activity
Increased 1.9%
3.22%
$28.812M
96,720 shares@ $297.9 avg price
HOOD
Robinhood Markets Inc - A
Recent Activity
Increased 26.8%
2.78%
$24.827M
247,573 shares@ $100.29 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 3.29%
2.67%
$23.9M
19,926 shares@ $1199.44 avg price
LRCX
Lam Research Corp
Recent Activity
Increased 2.56%
2.57%
$22.981M
53,034 shares@ $433.34 avg price
TSLA
Tesla Inc
Recent Activity
Increased 2.04%
2.55%
$22.799M
54,205 shares@ $420.6 avg price

1-10 of 185